WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$403K 0.01%
5,484
+2,469
802
$400K 0.01%
1,393
-935
803
$400K 0.01%
9,752
-372
804
$399K 0.01%
13,694
-4,484
805
$397K 0.01%
1,169
-658
806
$396K 0.01%
+2,119
807
$394K 0.01%
+3,963
808
$394K 0.01%
8,660
+4,205
809
$391K 0.01%
16,734
+22
810
$390K 0.01%
1,639
-201
811
$389K 0.01%
12,200
812
$389K 0.01%
8,598
-9,931
813
$387K 0.01%
+4,559
814
$387K 0.01%
21,100
815
$386K 0.01%
15,590
-254
816
$385K 0.01%
6,418
+258
817
$385K 0.01%
+7,095
818
$385K 0.01%
13,871
-15,971
819
$385K 0.01%
3,812
+891
820
$384K 0.01%
16,697
-9,859
821
$383K 0.01%
+3,509
822
$383K 0.01%
5,952
+518
823
$382K 0.01%
3,075
-2,748
824
$381K 0.01%
8,790
-27,306
825
$380K 0.01%
16,026
+277
31 32
33
34 35